Available in French only

Training on the guide for analysis of social economy enterprises

From theory to practice . . .

An analytical method developed by experts in Québec solidarity finance.


Based on the notions contained in the Guide for Analysis of Social Economy Enterprises, this training session will enable you to conduct a more thorough evaluation of the distinctive aspects of a collective enterprise.

Its practical content and realistic and practical exercises and tools will help you easily incorporate the theory into your work, so you can comprehend and analyze enterprises, make informed financing decisions, and perform the appropriate enterprise follow-up.


Financial analysts, advisors, managers, directors, financial stakeholders, and any other actor involved in the networks developing the social economy.


Overview of the social, financial, operational, and economic aspects that distinguish collective enterprises.

  • Portrait of Québec’s social economy: Actors, concepts, and enterprise characteristics, major financing actors.
  • Analysis of social economy enterprises: Association component (mission, social benefit, governance, territorial and sectoral rootedness) and business component (market, operations, management and human resources, sustainable development)
  • Financial analysis and financing proposal: Accounting features, financing structure, forecasts, analytical methods, and adjustments of financial statements
  • The investment decision: Project evaluation, report and analysis, recommendation, and financing conditions.


Pierre Charette

Holder of an MBA with a specialization in collective enterprises, Pierre Charette is a financial analyst at RISQ and co-author of the 2nd edition of the Guide d’analyse des enterprises d’économie sociale [Guide for Analysis of Social Economy Enterprises]

In his 25 years of work in the social economy, he has acquired vast expertise and is recognized as an authority in the field.

Over the years, he has coordinated the startup and development of a work cooperative, acted as a management consultant, lectured at Université de Sherbrooke, Université du Québec à l’Outaouais, and Université du Québec à Montréal, and served as a consultant and financing advisor, to say nothing of his numerous positions on the boards of diverse social economy organizations.



Available in French only

Looking to learn more? We organize virtual workshops for individuals interested in gaining more in-depth knowledge.

Upcoming training sessions

19 et 26 octobre 2023

Part I:
o Preparatory activities: October 12 to 18, 2023 (allow 3 hours)
o Virtual meeting on Thursday, October 19, 2023 from 1:30 to 4:30 p.m.

Second part:
o Preparatory activities: October 19 to 25, 2023 (3 hours)
o Virtual meeting: Thursday, October 26, 2023 from 1:30 to 4:30 p.m.

Application deadline: October 11, 2023

Inscription : | 514-866-2355 extension 200


$160 plus tax / person


Limited space: 12 participants


Documentation and educational support related to the training session


Participants must first acquire a copy of the Guide d’analyse des entreprises d’économie sociale.

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For more info, contact:
514 866-2355 extension 200